Service motions
The template starts with recognisable work, not a generic task type.
- Onsite incident diagnosis
- Carry-in or pickup repair
- Device setup and deployment
- Hardware upgrade and component replacement
- Preventive maintenance and support-contract visit
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Device type, manufacturer, model, serial and asset tag
- User, site and approved custody relationship
- Hardware configuration and operating-system context
- Warranty, support plan and vendor case reference
- Prior incidents, repairs and installed-part history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Intake condition and accessory checklist
- User consent and data-handling instruction
- Diagnostic result without exposed secrets
- Part identity, test result and configuration change
- Return, acceptance and unresolved-risk acknowledgement
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate manufacturer warranty, repair warranty and support contract
- Record vendor case and depot handoff without implying vendor approval
- Define covered remote, onsite and bench-service actions
- Route repeat failure and data-risk events to named review
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve compatible memory, storage, power and peripheral components
- Track serialised part and loan-device custody
- Plan antistatic, diagnostic and approved data-erasure tools
- Reconcile removed storage, replaced components and customer accessories
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Approve estimate after diagnosis and before chargeable replacement
- Separate labour, parts, pickup and support-contract coverage
- Record deposit, balance and provider-confirmed collection
- Hold return only under explicit, lawful business policy